Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Larry Roth Rides 'Tailwinds' to Launch Consulting Firm
By Janet LevauxThe ex-Cetera CEO tells ThinkAdvisor about his new role and what he sees in the immediate future for advisors and their practices.
September 04, 2018
Janney Adds 5 Wells Fargo Reps With $445MThe veteran advisors have over 120 years of combined industry experience and come on board in Connecticut and New York.
August 31, 2018
Wells Fargo's Latest Woe Is Gender Bias in Wealth Unit: ReportFemale regional managers met recently to find ways to boost their numbers and discuss biases in male leadership.
August 28, 2018
Ex-FBI Agent: How to Decode Your Clients' Body LanguageCounterterrorism veteran Joe Navarro tells ThinkAdvisor how to put clients at ease — and cast themselves in a favorable light.
August 28, 2018
Advisor Group Pledges to Speak to Female Candidates for Exec PostsThe firm, which signed the ParityPledge, says seven of its top 16 executive roles are held by women.
August 23, 2018
Raymond James Grabs $1B Wells Fargo Team, $235M Merrill Group: Recruiting RoundupRBC Wealth Management said a team with $390 million and an advisor with $170 million have been recruited from Wells Fargo; Janney picks up a Merrill group with $235 million.
August 13, 2018
Many Americans Still Feel the Pain of Lost WealthFor your life and annuity prospects, the effects of 2008 are still with us.
August 13, 2018
Ex-Smith Barney CEO Joins Steward BoardCharlie Johnston will support the Raymond James indie affiliate, which has about $10 billion in assets and 100 advisors.